See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $26,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,403 | $47,479+134.6% | $62,929+77.0% | $82,448+35.1% |
| Participation rate | 98.0% | 66.9%+31.1pp | 73.1%+24.8pp | 68.1%+29.9pp |
| Annual return | 16.51% | 20.34%-3.8pp | 1063.93%-1047.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $3,019 | $1,885+60.1% | $2,505+20.5% | $2,551+18.4% |
| Participant deferral / active EE | $7,107 | $2,870+147.6% | $3,888+82.8% | $4,139+71.7% |
| Admin fee / account holder | $133 | $3,804-96.5% | $5,065-97.4% | $7,234-98.2% |